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Beyond 60/40: Private Assets in an Era of High Public Valuations

The View From Apollo

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Navigating Economic Currents: The Intersection of Macroeconomics and Investment Strategies

This chapter provides a macroeconomic overview of the economy as it heads into 2025, highlighting the positive effects of strong fiscal policies and consumer confidence. It addresses recent challenges, including trade tensions and inflation concerns, while maintaining an overall optimistic perspective on economic momentum.

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